Advisors Asset Management’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
5,826
-1,360
| -19% | -$108K | 0.01% | 968 |
|
|
2025
Q1 | $496K | Sell |
7,186
-549
| -7% | -$37.9K | 0.01% | 928 |
|
|
2024
Q4 | $751K | Sell |
7,735
-2,466
| -24% | -$239K | 0.01% | 821 |
|
|
2024
Q3 | $582K | Sell |
10,201
-1,145
| -10% | -$65.3K | 0.01% | 893 |
|
|
2024
Q2 | $552K | Sell |
11,346
-14,527
| -56% | -$707K | 0.01% | 865 |
|
|
2024
Q1 | $1.24M | Buy |
25,873
+2,318
| +10% | +$111K | 0.02% | 690 |
|
|
2023
Q4 | $972K | Sell |
23,555
-224
| -0.9% | -$9.24K | 0.02% | 731 |
|
|
2023
Q3 | $1.01M | Buy |
23,779
+60
| +0.3% | +$2.54K | 0.02% | 718 |
|
|
2023
Q2 | $1.3M | Sell |
23,719
-10,011
| -30% | -$549K | 0.03% | 657 |
|
|
2023
Q1 | $1.49M | Sell |
33,730
-1,096
| -3% | -$48.5K | 0.03% | 604 |
|
|
2022
Q4 | $1.31M | Sell |
34,826
-7,564
| -18% | -$285K | 0.03% | 634 |
|
|
2022
Q3 | $1.38M | Buy |
42,390
+950
| +2% | +$30.9K | 0.03% | 608 |
|
|
2022
Q2 | $1.47M | Sell |
41,440
-23,637
| -36% | -$837K | 0.03% | 619 |
|
|
2022
Q1 | $3.02M | Sell |
65,077
-14,678
| -18% | -$680K | 0.05% | 439 |
|
|
2021
Q4 | $3.49M | Buy |
79,755
+7,276
| +10% | +$319K | 0.05% | 414 |
|
|
2021
Q3 | $3.45M | Buy |
72,479
+1,515
| +2% | +$72.1K | 0.05% | 395 |
|
|
2021
Q2 | $3.71M | Buy |
70,964
+6,630
| +10% | +$347K | 0.05% | 362 |
|
|
2021
Q1 | $3.7M | Buy |
64,334
+8,737
| +16% | +$503K | 0.06% | 346 |
|
|
2020
Q4 | $2.41M | Buy |
55,597
+10,742
| +24% | +$465K | 0.04% | 473 |
|
|
2020
Q3 | $1.56M | Buy |
44,855
+7,886
| +21% | +$274K | 0.03% | 565 |
|
|
2020
Q2 | $1.28M | Buy |
+36,969
| New | +$1.28M | 0.02% | 615 |
|
|
2017
Q1 | – | Sell |
-1,200
| Closed | -$87K | – | 1750 |
|
|
2016
Q4 | $87K | Sell |
1,200
-300
| -20% | -$21.8K | ﹤0.01% | 1549 |
|
|
2016
Q3 | $79K | Sell |
1,500
-100
| -6% | -$5.27K | ﹤0.01% | 1568 |
|
|
2016
Q2 | $66K | Sell |
1,600
-200
| -11% | -$8.25K | ﹤0.01% | 1614 |
|
|
2016
Q1 | $108K | Hold |
1,800
| – | – | ﹤0.01% | 1443 |
|
|
2015
Q4 | $103K | Sell |
1,800
-100
| -5% | -$5.72K | ﹤0.01% | 1546 |
|
|
2015
Q3 | $101K | Buy |
+1,900
| New | +$101K | ﹤0.01% | 1521 |
|
|
2013
Q3 | – | Sell |
-1
| Closed | – | – | 1797 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1763 |
|